Up-sell and cross-sell alerts

Increase the average quote and deal size through intelligent up selling, cross-selling, and real-time sales guidance features. Use CPQ to automate recommendations of premium products or to offer incentives for increased quantities. Suggest related products, accessories, services, or bundles—all to maximize revenue for each order.

Automated and streamlined approvals

Automate and streamline your approval process while protecting your bottom line throughout any negotiations with the margin-health indicator. You can set different criteria to trigger an approval, such as exceeding discount, gross-margin thresholds, or selected non-standard terms. Quotes that do not trigger an approval are automatically accepted to speed up quote delivery. Since sales reps can always see margin health, delays caused by nonstandard discounts and negotiations are minimized.

Automated competitive cross-reference

Users can enter a competitor’s part number, and CPQ will automatically suggest equivalent products—based on rules for exact match or near match—or alert the user that a matching product is not available. As your competitive pricing database grows, users can compare pricing side by side.